Section · Family
Global Wealth
Cross-border families, reporting regimes, residency programs, and global banking.
Educational reference: explanations and tradeoffs, never recommendations. Qualified professionals evaluate what fits a particular family.
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Global Wealth
Global wealth refers to family wealth that spans multiple countries, whether through cross-border investments, real estate in foreign jurisdictions, family members who live abroad, or businesses that operate internationally. The…
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Situations
3 entries
Cross-Border Families
Cross-border families, those whose members live, work, or hold assets across more than one country, face a uniquely layered set of legal, tax, and…
Residency and Citizenship Programs
Residency and citizenship programs, often called golden visas or citizenship-by-investment, allow individuals and families to obtain the right to live in…
Expatriation
Expatriation is the formal process by which a U.S. citizen renounces citizenship or a long-term permanent resident abandons their green card, severing the…
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Compliance
3 entries
International Reporting Regimes
International reporting regimes are the overlapping legal frameworks that require individuals, entities, and trusts to disclose foreign financial…
Currency and Jurisdiction Risk
Currency and jurisdiction risk describes the exposure families face when wealth is held across multiple countries or currencies, including the possibility…
Global Custody and Banking
Global custody and banking for internationally active families involves opening and maintaining accounts across multiple jurisdictions, dealing with…